See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,817 | $67,606-54.4% | $82,313-62.6% | $70,131-56.1% |
| Participation rate | 67.8% | 72.8%-5.0pp | 76.9%-9.1pp | 69.5%-1.7pp |
| Annual return | 10.15% | 21.57%-11.4pp | 25.88%-15.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $220 | $1,755-87.5% | $2,428-90.9% | $2,342-90.6% |
| Participant deferral / active EE | $1,425 | $2,987-52.3% | $3,706-61.5% | $3,332-57.2% |
| Admin fee / account holder | $2,212 | $4,512-51.0% | $5,608-60.6% | $4,645-52.4% |